Commercial Insurance Advisor

HUB International; Victoria; On-site; CAD 50,000 - 65,000; Full time

Job summary

HUB International is seeking a Commercial Insurance Advisor in Victoria, BC. The role focuses on servicing commercial accounts, building client relationships, and coordinating with producers and marketers on policy documentation.

You will assist with Certificates of Insurance, renewals, endorsements, and invoicing, while negotiating with insurers to best meet client needs. A Level 2 insurance license is preferred and salary ranges from $50,000 to $65,000 CAD per year.

Qualifications

• Minimum of one year commercial insurance experience as an Insurance Advisor.
• Pro-active and a self-starter with a keen attention to detail.
• Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs.

Responsibilities

• Assist producer and marketer with all aspects of servicing commercial accounts.
• Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence).
• Review and ensure accuracy of policy documentation from insurers before forwarding to the client.
• Contact clients for renewal information.
• Take client calls and answer questions regarding coverages, accept and process online quotes.
• Negotiate with insurers on coverage and price to meet client needs in conjunction with the producer.
• Update client information as changes occur.

Skills

Client service

Attention to detail

Communication skills

Self-starter

Education

Insurance industry designations (CIP/CAIB/CRM)

Tools

MS Word

MS Excel

MS Outlook

Job description

Hi, we’re HUB! We are a leading North American insurance brokerage that advises businesses and individuals on how to reach their goals. When you partner with us, you’re at the center of a vast network of risk, insurance, employee benefits, retirement and wealth management specialists that bring clarity to a changing world with tailored solutions and unrelenting advocacy – so you’re ready for tomorrow.

The Opportunity!

Are you a bright, outgoing, people-oriented person, who has an inner love for holiday parties? If so, this is the CAREER for you! As a Commercial Insurance Advisor, you will apply your superior attention to detail and excellent client service skills while working closely with a team of Producers and Marketers on our Commercial accounts. You will help build long-term relationships with our clients with helping to answer client inquires and requests through policy and coverage insurers.

A day in the life

Assist producer and marketer with all aspects of servicing commercial accounts

Meet existing clients’ needs and process documentation (Certificates of Insurance, Cover Notes, Renewals, Proposals, Endorsements, In-House Policies, Invoicing, Finance Contracts, Customer Correspondence)

Review and ensure accuracy of policy documentation from insurers before forwarding to the client

Contact clients for renewal information

Take client calls and answer questions regarding coverages, accept and process online quotes

Negotiate with insurers on coverage and price so as to best meet the needs of the client in conjunction with the producer

Update client information as changes occur

Answer account related questions/requests from clients, lawyers, and banks

Provide policy and coverage information to clients upon request or inquiry

Will be assigned some minimal, but regular duties to help support the floater position

What you will bring to our team

• Level 2 Insurance License
• Self-motivated with a strong sense of urgency.
• Motivated to help support a diverse team and contribute in a team environment.
• Minimum of one year commercial insurance experience as an Insurance Advisor.
• Pro-active and a self-starter with a keen attention to detail.
• Strong customer service focus with the ability to deliver positive client experiences and meet their desired needs.
• Demonstrated ability to communicate (written and verbal), present and influence credibly and effectively at all levels of the organization.
• Works well in a fast paced, client-focused environment.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Industry designation an asset (CIP, CAIB, CRM, General Insurance & Risk Management Diploma – BCIT).
• Salary Expectations – The expected salary range for this position is $50,000 to $65,000 and will be impacted by factors such as the successful candidate’s skills, experience and working location, as well as the specific position’s business line, scope, and level.
• HUB International is proud to offer comprehensive benefit and total compensation packages which could include extended health benefits, disability insurance, RRSP matching, paid-time-off benefits, and eligible bonuses, and commissions for some positions.

Why Join HUB?

Do you enjoy making friends? We love making friends; join our team of amazing people who all get along and thrive together! We work hard and play hard! Get ready for our Staff Holiday Parties!! Paid day off for your birthday – we want to celebrate you! Paid half a day off for volunteering in your community - HUB is a company that gives back and is active in our communities Room to grow within the organization Lots of company perks, benefits, RRSP matching and great compensation Your future with HUB – Choose a career with HUB International and take the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction. By joining HUB you will become part of a rapidly growing company that offers significant opportunity for advancement. At HUB, we value education and continuous learning, and we will assist you along your career development path. We provide HUB Ready training for new employees, as well as financial support for licensing, industry designations, management & leadership development, and other related courses, designations or programs.

#LI-POST #LI-onsite Department Sales Required Experience: 2-5 years of relevant experience Required Travel: No Travel Required

What makes us different than all the rest?

Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.

Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.

Our Core Values:

• Entrepreneurship: We encourage innovation and educated risk-taking.
• Integrity: We do the right thing every time.
• Teamwork: We work together to maximize results.
• Accountability: We measure and take responsibility for outcomes.
• Service: We serve customers, communities and colleagues.

If you require any accommodations during the hiring process, please reach out to [e-mail] to request this.

Only candidates selected for an interview will be contacted.

We endeavor to make this website accessible to any and all users. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact the recruiting team [e-mail]. This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.

HUB International is one of North America’s largest insurance brokers, delivering risk management, insurance, employee benefits, retirement and wealth management solutions to businesses and individuals across the United States and Canada — through locally led teams backed by national expertise, giving you the agility of a local partner and the reach of a global organization.